See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,626 | $103,376+40.9% | $87,100+67.2% | $152,861-4.7% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 33.07% | 28.10%+5.0pp | 28.19%+4.9pp | 345.32%-312.2pp |
| Employer contribution / active EE | $531 | $3,220-83.5% | $2,521-79.0% | $4,762-88.9% |
| Participant deferral / active EE | $3,942 | $4,778-17.5% | $4,049-2.6% | $5,850-32.6% |
| Admin fee / account holder | $366 | $12,205-97.0% | $7,497-95.1% | $11,596-96.8% |